HomeMy WebLinkAbout06-20-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ( t -" NOTICE OF INHERITANCE TAX
BUREAU CIF INDIVIDUAL TAXES Aa~I~AI,SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANI:E TAX DIVISION ~~~~ DF"DUCTIONS AND ASSESSMENT OF TAX
PO BOX 281J601 _ _.. -
HARRISBURG PA 17128-0601 _.
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GERALD J BRINSER';1~k~, _ •.-
BRINSER ETAL
PO BOX 323
PALMYRA PA 17078
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF FENTON JR HORACE L FILE N0. 21 07-0446 ACN 101 DATE 06-16-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4.. Mortgages/Notes Receivable (Schedule D)
5.. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6.. Jointly Owned Property (Schedule F)
7,. Transfers (Schedule G)
8.. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
cl) .00
C2) .00
C3) .00
c4) .00
(13)
C5) 174,649.66
C6) .00
C7) .00
~$) 174,649.66
20,254.33
(9)
Clo) 6.619.20
C11) 26.873.53
C12) 147,776.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
73,888.09
C14) 73,888.04
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 55,416.02 X 045 = 2,493.72
17. Amount of Line 14 at Sibling rate X17) 18,472.02 X 12 = 2,216.64
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due
.v nn~r~rrn _ C19)= 4,710.36
~~`PAYMENT~~
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-31D-2007 CD008469 .00 3,990.00
04-0'9-2008 CD009530 .00 602.72
INTEREST IS CHARGED THROUGH 07-01-2008
AT THIE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
REY-1547 EX AFP CD6-05)
DATE 06-16-2008
ESTATE OF FENTON JR HORACE L
DATE OF DEATH 04-28-2007
FILE NUMBER 21 07-0446
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-15-2008
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 4,592.72
BALANCE OF TAX DUE 117.64
INTEREST AND PEN. 11.83
TOTAL DUE 129.47
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
D RFFIINTI_ SFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS-)